State Street

Industry: Financial services company

Description

State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),

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14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

State Street Employees

Employee
Years
Job
Industry
Abhijit Kurup Abhijit Kurup New York, New York Details
Abhijit Kurup's State Street Experience July 2012 - August 2012
Job Associate at Seward & Kissel LLP
Industry Law Practice
Experience
Seward & Kissel LLP  October 2014 - Present
Seward & Kissel LLP  May 2013 - August 2013
State Street   July 2012 - August 2012
Middlesex District Attorney's Office - Appeals Bureau   May 2012 - July 2012
Law offices of Higbee and Associates  January 2010 - June 2011
Tax & Financial Group  August 2009 - November 2009

Education
Boston College Law School   2011 — 2014
Doctor of Law (J.D.)

University of California, Riverside   2005 — 2009
B.S, Business Administration

Douglas Bacon Douglas Bacon Greater Boston Area Details
Douglas Bacon's State Street Experience 2010 - 2013
Job Digital Business Strategist
Industry Information Technology and Services
Experience
Novartis Institutes for BioMedical Research  2013 - Present
State Street   2010 - 2013
Moors & Cabot, Inc   2008 - 2010
Crump Life Insurance Services  2004 - 2008
New York Life Insurance Company  2003 - 2004

Skills
Management, SharePoint, Social Technologies, Strategic Planning, Strategic Financial..., Business Management, Web 2.0, Social Business, Enterprise 2.0, Public Speaking, Business Relationship..., Social Media Strategist, Community Management, Product Management, Enterprise Social..., Financial Planning, Jive, Yammer, Machine Learning, Text Mining, Enterprise Search, Solr, FAST ESP, Indexing, Knowledge Management, Product Development

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

University of New Hampshire
Bachelor of Arts (B.A.), Political Science and Government

Jim Kearney, CISA Jim Kearney, CISA Greater Chicago Area Details
Jim Kearney, CISA's State Street Experience 2010 - 2010
Job Senior, Financial Services Advisory, IT Advisory, Ernst & Young
Industry Financial Services
Experience
Ernst & Young  2011 - Present
Boston College  July 2008 - 2011
State Street   2010 - 2010

Skills
SQL, Spreadsheets, Program Management, Visual Basic, IT Audit, Team Management, Microsoft Excel, Vendor Management, Project Estimation, CISA, SSAE 16, Excel, QSM Slim, Auditing, Internal Audit

Education
Boston College - Carroll School of Management   2007 — 2011
Bachelor, Finance, Information Systems

Xaverian Brothers High School '07   2003 — 2007

June Young Kim June Young Kim Greater Atlanta Area Details
June Young Kim's State Street Experience November 2007 - April 2011
Job Market Planner at LexisNexis
Industry Information Services
Experience
LexisNexis  September 2015 - Present
LexisNexis  August 2013 - September 2015
Liberty Mutual Insurance  May 2012 - August 2012
State Street   November 2007 - April 2011
KCA  December 2006 - June 2007

Skills
Corporate Finance, Financial Analysis, Financial Modeling, Strategy, Valuation, Market Research, Mergers & Acquisitions, Management Consulting

Education
Duke Fuqua School of Business   2011 — 2013
MBA, Financial Analysis and Strategy

Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2004
BS, Management

Marc Bedard Marc Bedard Andover, Massachusetts Details
Marc Bedard's State Street Experience September 2005 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street   September 2005 - Present
Putnam Investments  October 1994 - September 2005

Skills
Fixed Income, MBS

Education
Boston College - Wallace E. Carroll Graduate School of Management   1996 — 1999
Master of Business Administration (MBA), Finance, General

Fairfield University   1989 — 1993
Bachelor of Science (BS), Mathematics

Matthew Hermenau Matthew Hermenau Boston, Massachusetts Details
Matthew Hermenau's State Street Experience April 2014 - Present
Job Client Operations Analyst, Associate, at State Street and MBA Candidate at Boston College
Industry Financial Services
Experience
State Street   April 2014 - Present
State Street   January 2013 - April 2014
Mammoth Mountain Ski Area  September 2010 - August 2012
Mammoth Mountain Ski Area  September 2009 - August 2010
Northwestern Mutual  May 2008 - September 2008

Skills
Forecasting, Analysis, Microsoft Excel, Sales, Finance, Retail, Time Management, Accounting, Customer Satisfaction, Pricing, Purchasing, Inventory Management, Investments, Mutual Funds, Bloomberg Terminal, Institutional...

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2016
Master of Business Administration (M.B.A.)

University of Massachusetts, Amherst   2006 — 2009
Bachelor of Arts (B.A.), Economics, 3.4

Isa Mauricio Barros Isa Mauricio Barros Orlando, Florida Area Details
Isa Mauricio Barros's State Street Experience 2005 - 2005
Job Real Estate Agent
Industry Marketing and Advertising
Experience
Self-employed  2008 - Present
KB Home  2007 - 2008
Avatar Holdings  2005 - 2007
State Street   2005 - 2005

Skills
Expert in Microsoft..., Excellent interpersonal..., Performance-driven, Goal-oriented..., Contract Negotiation, Customer Service, Interpersonal Skill, Management, Marketing Analytics, Microsoft Office, Negotiation, Real Estate, Sales, Team Leadership, Business Strategy

Education
Boston College - Carroll School of Management   1999 — 2003
Bachelor's of Science, Marketing/Marketing Management, General

Poinciana High School

Jim Corning Jim Corning Tampa/St. Petersburg, Florida Area Details
Jim Corning's State Street Experience 1991 - 1996
Job Director Stable Value Product Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2012 - Present
John Hancock Life Insurance Company (U.S.A.)   2005 - 2010
John Hancock Life Insurance Company (U.S.A.)   2003 - 2005
John Hancock Life Insurance Company (U.S.A.)   2001 - 2003
Putnam Investments  1996 - 2001
State Street   1991 - 1996
State Street   1989 - 1990
State Street   1988 - 1989

Skills
Investments, Investment Management, Mutual Funds, Investment Strategies, Financial Services

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1996
MBA, Finance

University of Vermont   1981 — 1985
BS, Accounting

Spaulding High School   1978 — 1981
diploma

Mathi Rave-Indranathan Mathi Rave-Indranathan Greater Boston Area Details
Mathi Rave-Indranathan's State Street Experience July 2013 - June 2014
Job Finance Manager at Agios Pharmaceuticals
Industry Accounting
Experience
Agios Pharmaceuticals  June 2014 - Present
State Street   July 2013 - June 2014
Deloitte  September 2007 - July 2013
Deloitte  January 2007 - May 2007
Gillette  July 2005 - June 2006

Skills
SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, GAAP, Revenue Recognition, Financial Accounting, External Audit, Financial Analysis, CPA, Sarbanes-Oxley, Internal Audit, IFRS

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2008
MSA, Accounting

Northeastern University   2003 — 2007
BSBA, Accounting, Finance

Jay Thorpe Jay Thorpe Greater Boston Area Details
Jay Thorpe's State Street Experience August 2011 - October 2012
Job Operations Associate, Pooled Vehicle Team at Partners Capital Investment Group
Industry Financial Services
Experience
Partners Capital Investment Group  July 2014 - Present
State Street Global Advisors  August 2013 - July 2014
State Street Bank  November 2012 - August 2013
State Street   August 2011 - October 2012

Skills
Banking, Financial Analysis, Corporate Actions, Bloomberg, Equities, Microsoft Office

Education
Boston College - Carroll School of Management   2013 — 2016
Master of Business Administration (M.B.A.), Finance

Worcester State University   2007 — 2011
Bachelor's Degree, Business Administration

Stephen Smit Stephen Smit Boston, Massachusetts Details
Stephen Smit's State Street Experience January 2013 - July 2013
Job Senior Executive with extensive global Financial Services experience
Industry Financial Services
Experience
The Mark Wine Group LLC   September 2013 - Present
State Street   January 2013 - July 2013
State Street   April 2009 - December 2012
State Street (State Street Trust Company Canada)   September 2007 - April 2009
State Street   2005 - 2007
State Street (State Street Bank & Trust Company, Tokyo Branch)   January 2004 - June 2005
State Street (State Street Bank Europe Ltd)   2000 - 2004
State Street (State Street Trust Company Canada)   1995 - 2000
State Street   1990 - 1995
State Street   1987 - 1990

Skills
Business Strategy, Team Building, Corporate Governance, Institutional..., Asset Management, Asset Allocation, Foreign Exchange..., Securities, Hedge Funds, Equities, Derivatives, Fixed Income, Operational Risk, Risk Management, Strategy, Banking, Portfolio Management, Trading, Financial Risk, Capital Markets, Financial Markets, FX Options, Finance, Alternative Investments, Bloomberg, Mutual Funds, Bonds, Investments, Investment Banking, Trading Systems, Financial Services, Investment Management, Corporate Actions, Options, Structured Products

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance

London School of Economics and Political Science
MSc, Economics

Michael Lohnes Michael Lohnes Cambridge, Massachusetts Details
Michael Lohnes's State Street Experience September 1998 - June 2008
Job Director of Finance at Addgene
Industry Hospital & Health Care
Experience
Addgene  July 2015 - Present
EMD Millipore  May 2014 - July 2014
Partners In Health  June 2008 - July 2013
State Street   September 1998 - June 2008

Skills
Data Analysis, Financial Analysis, Account Reconciliation, Financial Reporting, Management, Accounting, Analysis, Microsoft Excel, Nonprofits, Process Improvement, Finance, Business Analysis, Financial Modeling

Education
Boston University   2013 — 2015
MBA/MA in Economics

Boston College - Carroll School of Management   1994 — 1998
Bachelor of Science, Accounting

Lech Czerski Lech Czerski Greater Chicago Area Details
Lech Czerski's State Street Experience July 2001 - May 2005
Job BMO Capital
Industry Investment Banking
Experience
BMO Capital Markets  June 2014 - Present
Bank of America Merrill Lynch  March 2013 - Present
Bank of America Merrill Lynch  July 2007 - March 2013
Banc of America Securities  2006 - 2006
State Street   July 2001 - May 2005

Skills
Investment Banking, Mergers & Acquisitions, Strategy, Valuation, Financial Analysis, Financial Modeling, Private Equity, Corporate Finance, Corporate Development, Banking, Due Diligence, M&A experience, Business Valuation, LBO, Capital Markets, Equities, Client Relationship..., Business Development, Food & Beverage, Consumer Products, Client Coverage, Team Leadership, Mentoring, Credit, Project Management, Strategic Planning

Education
New York University - Leonard N. Stern School of Business   2005 — 2007
MBA

Suffolk University - Sawyer School of Management   2002 — 2004
MSF

Boston College - Wallace E. Carroll Graduate School of Management   1997 — 2001
BS, Finance

Paul Fahey Paul Fahey Greater Chicago Area Details
Paul Fahey's State Street Experience July 1997 - March 2010
Job SVP Relationship Management
Industry Financial Services
Experience
The Northern Trust Company  November 2013 - Present
The Northern Trust Company  April 2010 - November 2013
State Street   July 1997 - March 2010

Skills
Mutual Funds, Hedge Funds, Asset Managment, Financial Services, Fixed Income, Global Custody, Equities, Fund Administration, Fund Accounting, Securities, ETFs, Alternative Investments, Asset Management, Back Office, Bonds, Capital Markets, Collateral Management, Derivatives, Financial Markets, Financial Risk, Fund Of Funds, Investment Management, Investments, Market Data, Middle Office, Operational Risk, Prime Brokerage, Relationship Management, Risk Management, Settlement, Trading, Trading Systems, Valuation

Education
Boston College - Wallace E. Carroll Graduate School of Management   1995 — 1997
MBA

Boston College   1992 — 1994
Bachelor's degree

Lucy Cheng Lucy Cheng Greater Boston Area Details
Lucy Cheng's State Street Experience July 2013 - September 2013
Job FSR Experienced Associate at PwC
Industry Investment Management
Experience
PwC  September 2013 - Present
State Street   July 2013 - September 2013
UBS  July 2012 - September 2012
GE  June 2011 - August 2011
G2 Capital Advisors  June 2011 - August 2011
HSBC  July 2010 - August 2010

Education
Boston College - Carroll School of Management   2012 — 2013
MSF/MSA, Accounting and Finance

Boston University - School of Management   2009 — 2012
Bachelor of Science in Business Administration, Finance, Minor in Economics, Cum Laude

Harvard University   2009 — 2009
summer school, Finance

Jiayi (Jasmine) Shen, CPA Jiayi (Jasmine) Shen, CPA Greater Boston Area Details
Jiayi (Jasmine) Shen, CPA's State Street Experience December 2014 - Present
Job Officer (Internal Auditor) at State Street
Industry Accounting
Experience
State Street   December 2014 - Present
Ernst & Young  September 2011 - November 2014
Accenture  July 2009 - August 2009

Skills
Financial Accounting, CPA, Financial Reporting, Auditing, Internal Controls, Corporate Finance, GAAP, US GAAP, Financial Analysis, IFRS, Financial Modeling, Accounting

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2011

Shanghai Jiao Tong University   2006 — 2010
Finance

The University of Texas at Austin, McCombs School of Business   2008 — 2008
Exchange Program

University of Pennsylvania
SIBT Program

Scott Minkowsky, CFA Scott Minkowsky, CFA Greater Boston Area Details
Scott Minkowsky, CFA's State Street Experience October 2004 - May 2014
Job Credit Analyst at STAG Industrial
Industry Financial Services
Experience
STAG Industrial   May 2014 - Present
Board of Trustees - Towne Estates Condominium Association   October 2014 - Present
State Street   October 2004 - May 2014
Investors Bank & Trust  December 2005 - July 2007

Skills
Management, Analysis, Loans, Bloomberg, Accounting, Securities, Finance, Equities, Fixed Income, Credit, Asset Management, Financial Analysis, Financial Modeling, Financial Services, Investments, Mutual Funds, Portfolio Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2010
Business, Master in Business Administration

University of Maine   2000 — 2004
Business, Finance, International Business

Brandon Parrish, CFA Brandon Parrish, CFA Greater Boston Area Details
Brandon Parrish, CFA's State Street Experience December 2010 - July 2012
Job Senior Investment Analyst at NEPC
Industry Financial Services
Experience
NEPC  October 2014 - Present
BNY Mellon  July 2012 - October 2014
State Street   December 2010 - July 2012
State Street   November 2009 - December 2010
State Street   June 2007 - November 2009

Skills
Analysis, Retirement, Fixed Income, Mortgage Marketing, Financial Services, Financial Analysis, Investments, Finance, Risk Management, College Education..., Financial Modeling, Equities, Financial Risk, Mutual Funds, Structured Products, Bloomberg

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2011
MS, Finance

Roger Williams University   2004 — 2007
BS, Financial Services

Jeremy Ferguson Jeremy Ferguson Greater Boston Area Details
Jeremy Ferguson's State Street Experience August 2015 - Present
Job Project Analyst/Officer at State Street, 2016 MBA Candidate at Boston College
Industry Financial Services
Experience
State Street   August 2015 - Present
Dana-Farber Cancer Institute  May 2015 - August 2015
Boston College Graduate CSOM Admissions   September 2014 - August 2015
Southwest Airlines  July 2012 - June 2014
Army & Air Force Exchange Service  January 2011 - July 2012
Army & Air Force Exchange Service  September 2010 - December 2010
US Bioservices, AmerisourceBergen Specialty Group   June 2010 - August 2010
KPMG  January 2010 - May 2010
Army & Air Force Exchange Service  July 2009 - December 2009

Skills
Teamwork, Data Analytics, Process Improvement, Microsoft Excel, Cross-functional..., Effective Communication, Time and Resource..., Project Management, Building Effective..., Report Writing, Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Customer Service, Microsoft Word, Grant Administration, MicroStrategy Reporting, Grant Writing, Purchase Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance

The University of Texas at Dallas (UTD)   2006 — 2010
Bachelor of Science, Accounting and Information Management

Chris Canton Chris Canton Greater Boston Area Details
Chris Canton's State Street Experience October 2010 - June 2012
Job Solutions Architect at Adaptive Insights
Industry Computer Software
Experience
Adaptive Insights  August 2014 - Present
Wellington Management  June 2012 - August 2014
State Street   October 2010 - June 2012
China Consultants and Advisory of Finance and Management Co., LTD   May 2011 - January 2012
State Street   March 2008 - October 2010
Investors Bank & Trust  February 2007 - March 2008

Skills
Bloomberg, Valuation, Equities, Derivatives, Microsoft Office, Mutual Funds, Securities, Fund Accounting, Corporate Actions, Asset Management, Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management   2011 — 2013
Master of Science, Finance

Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2012
MBA

University of Massachusetts, Amherst   2002 — 2006
BS, Economics, Polticial Science

Peter DiPaolo Peter DiPaolo Marshfield, Massachusetts Details
Peter DiPaolo's State Street Experience June 2014 - Present
Job Fund Administrator Associate Level 2 at State Street
Industry
Experience
State Street   June 2014 - Present
Morgan Stanley Wealth Management  June 2013 - April 2014
Belle Haven Investments  June 2012 - August 2012
State Street Corporation  June 2009 - July 2009

Skills
Bloomberg, Portfolio Management, Spanish, Trading, Fixed Income, Competitive Analysis, Mergers & Acquisitions, Marketing, Facebook, Financial Modeling, Financial Analysis, Finance, Bloomberg Terminal, Corporate Finance, Economics, Equities, Mutual Funds, Securities, Equity Research, Valuation, Capital Markets, Hedge Funds, Investments, Derivatives

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance

Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2014
Bachelor of Science, Finance Concentration

Boston College High School   2007 — 2010

Universidad Carlos III de Madrid   2013 — 2013
Business

Lisa Peralta Lisa Peralta United States Details
Lisa Peralta's State Street Experience 1991 - 1994
Job
Industry
Experience
Globe Fish Company   January 2010 - February 2013
State Street   1991 - 1994
State Street Bank  1990 - 1991
Hughes Aircraft Company  1988 - 1990

Skills
Finance, Analysis, Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Financial Statements, Invoicing, Portfolio Management, Investments, Pricing

Education
Boston College - Carroll School of Management   1990 — 1992
Masters in Finance, Finance, General

Boston College - Carroll School of Management   1983 — 1987
Bachelor of Science (BS), Finance

St. Josephs

Regina McNally Regina McNally Greater Boston Area Details
Regina McNally's State Street Experience December 2005 - August 2007
Job Vice President & Global Employee Volunteer Program Manager at State Street Corporation
Industry Financial Services
Experience
State Street Corporation  August 2007 - Present
State Street   December 2005 - August 2007
Wachovia Securities Financial Network  August 2003 - December 2005

Skills
Employee Engagement, Program Management, Public Speaking, Training, Program Development, Community Outreach, Volunteer Management, Management, Human Resources, Leadership, Mentoring, Community Development, Time Management, Organizational..., Workshop Facilitation, Staff Development, Relationship Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2013
Certificate, Corporate Community Involvement

Suffolk University   2006 — 2008
MS, Human Resources

University of Maine at Farmington   1993 — 1998
B.A., Psychology

Stephanie Roche Stephanie Roche Brookline, Massachusetts Details
Stephanie Roche's State Street Experience April 2015 - Present
Job AVP, Risk and Compliance Manager at State Street
Industry Financial Services
Experience
State Street   April 2015 - Present
Deloitte & Touche  September 2011 - April 2015
Deloitte & Touche  September 2008 - August 2011
Deloitte & Touche  July 2006 - August 2008

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2006
Bachelor of Science, Accounting and Information Systems

University of Phoenix   2010 — 2012
Master of Science (MS), Accounting

Mee Lee Lee Mee Lee Lee Greater Boston Area Details
Mee Lee Lee's State Street Experience 2012 - Present
Job VP, Finance of Compliance, Legal, and Regulatory at State Street
Industry Financial Services
Experience
State Street   2012 - Present
State Street   2011 - 2012
State Street   1998 - 2011
Polaroid Corporation  1997 - 1998
Polaroid Corporation  1994 - 1997
Digital Equipment (HP) Corporation   1992 - 1994
Digital Equipment (HP) Corporation   1991 - 1992
Digital Equipment (HP) Corporation   1989 - 1991
Digital Equipment (HP) Corporation   1986 - 1989

Education
Boston College - Carroll School of Management
MBA, Finance

Boston University
BA, Cum Laude, Chemistry and Biology

Francis Nemia Francis Nemia New York, New York Details
Francis Nemia's State Street Experience May 2011 - August 2011
Job Assurance Services Staff at Ernst & Young
Industry Accounting
Experience
EY  January 2014 - Present
Boston College - Men's Lacrosse   2009 - 2013
Ernst & Young  June 2012 - August 2012
State Street   May 2011 - August 2011
Boston College  September 2010 - August 2011
State Street   June 2009 - August 2010

Skills
Asset Management, Financial Services, Accounting, Financial Reporting, Financial Accounting, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Auditing, Assurance, PowerPoint, Internal Controls, Private Equity, Microsoft Word, Bloomberg, Microsoft Office, Valuation, Corporate Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   2013 — 2013
Master of Science, Accounting

Boston College - Carroll School of Management   2009 — 2013
Bachelor of Science, Management; Accounting

Boston College High School   2005 — 2009

Jonathan Skerry Jonathan Skerry Greater Boston Area Details
Jonathan Skerry's State Street Experience April 2004 - February 2009
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  November 2013 - Present
Ameriprise Financial Services, Inc.   October 2010 - November 2013
State Street   April 2004 - February 2009
Putnam  1999 - 2003

Skills
Fixed Income, Mutual Funds, SDLC, Business Requirements, Fund Accounting

Education
Boston College - Wallace E. Carroll Graduate School of Management

Providence College   1982 — 1986

David Villani David Villani Greater Boston Area Details
David Villani's State Street Experience September 2006 - Present
Job Fund Administration Director AVP at State Street
Industry Financial Services
Experience
State Street   September 2006 - Present
Investors Bank & Trust  December 2003 - September 2006
University of Massachusetts  June 2001 - November 2003

Skills
Bloomberg, Fixed Income, Mutual Funds, Equities, Financial Analysis, Investments, Financial Modeling, Derivatives, Fund Accounting, Financial Reporting, Management, Expense Management, Writing, Microsoft Excel, Fund Administration

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2010
MBA, Finance

Isenberg School of Management, UMass Amherst   1999 — 2003
BBA, Accounting

Ivneet Gagneja Ivneet Gagneja Greater Boston Area Details
Ivneet Gagneja's State Street Experience September 2014 - Present
Job Assistant Vice President, Product Specialist Currency Management Group at State Street
Industry Investment Management
Experience
State Street   September 2014 - Present
State Street   June 2013 - September 2014
Boston Research and Management   May 2012 - June 2013
Boston College  September 2011 - August 2012
Mogae Consultants   2011 - 2011
Dentsu  2008 - 2011
Last Minute Media Pvt Ltd   2007 - 2008

Skills
Financial Modeling, Financial Analysis, Market Research, Bloomberg, Competitive Analysis, Valuation, Corporate Finance, Investments, Data Analysis, Management Consulting, Business Strategy, Project Management, Finance, Marketing Strategy, Business Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2011 — 2013
MBA, Finance, Asset Management

Boston College - Wallace E. Carroll Graduate School of Management   2011 — 2013
Master's Degree, Finance (MSF)

Guru Nanak Dev University   2003 — 2007
B.Tech, Electronics and Communication

Guru Nanak Public School,Ludhiana   2002 — 2003
High School,Class 12, PCM

DAV Public School,Ludhiana   1999 — 2002
Middle School-High School, PCM

Delhi Public School Ghaziabad   1992 — 1999
Junior High School

Lorraine Schneider Lorraine Schneider Greater Boston Area Details
Lorraine Schneider's State Street Experience May 2015 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street   May 2015 - Present
State Street   July 2005 - May 2015
State Street   July 2000 - July 2005
Brown Brothers Harriman  January 1994 - June 2000

Skills
Vendor Management, Vendor Mana, Vendor Relationships, Risk Management, Relationship Management, Wealth Management..., Financial Services, Compliance Oversight, Program Oversight, Application Security, Contract Management, Contractual Agreements, Service Level Management, Expense Management, Final Expense Planning, Technology Management, Process Improvement, Strategic Planning, Project Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   1995 — 1998
MBA

Boston University - School of Management   1988 — 1992
BSBA, Finance

Sacred Heart Academy   1984 — 1988

Zach Hussain Zach Hussain Greater New York City Area Details
Zach Hussain's State Street Experience July 2011 - May 2013
Job Finance Rotational Business Analyst at Pfizer
Industry Pharmaceuticals
Experience
Pfizer  July 2015 - Present
Personal Tutoring Services   September 2007 - Present
Boston College  September 2014 - May 2015
Boston College  September 2013 - May 2015
Pfizer  June 2014 - August 2014
State Street   July 2011 - May 2013
Colorado State Treasury   August 2010 - December 2010
Hitachi Consulting  May 2007 - September 2007

Skills
Business Analytics, R, Monte Carlo Simulation, Discrete Event..., Financial Reporting, Finance, PowerPoint, Financial Modeling, Investments, Mathematics, Microsoft Excel, Training, Tutoring, Spanish, Networking, SPSS, Data Analysis, Fund Administration, Social Networking, Leadership, Excel, Microsoft Word, Bloomberg, Statistics, Quantitative Analytics, Financial Analysis, Corporate Finance, Microsoft Office, Analysis, Word, Train New Employees, Mentoring, Bloomberg Terminal, Financial Services, Mutual Funds, VBA, Analytics, Market Research, Public Speaking, Management, Social Media, Project Management, Strategy, Consulting, Business Analysis, Teamwork, Risk Management, Marketing, SQL

Education
Boston College - Wallace E. Carroll Graduate School of Management   2013 — 2015
Master of Business Administration (MBA), Business Analytics, Corporate Finance and Marketing Information Analytics

Colby College   2006 — 2010
Bachelor of Arts (BA), Mathematics

The University of Edinburgh   2009 — 2009

Kent Denver High School   2003 — 2006

Justin Lambert Justin Lambert Greater Boston Area Details
Justin Lambert's State Street Experience October 2012 - July 2013
Job 1st Year MBA Candidate Boston College
Industry Financial Services
Experience
State Street Bank  August 2013 - July 2015
State Street   October 2012 - July 2013
Brandeis University  November 2008 - September 2012

Skills
Microsoft Office, Stata, Data Analysis, Customer Service, Economics, Bloomberg Terminal, Microsoft Excel, Close Attention to..., Financial Services, Securities, Statistics, PowerPoint, Financial Operations, Data Analytics, Regression Analysis, Financial Statement...

Education
Boston College - Wallace E. Carroll Graduate School of Management   2015 — 2017
Master of Business Administration (MBA)

Brandeis University   2008 — 2012
Bachelor of Arts (B.A.), Economics

Brett Stanley Brett Stanley New York, New York Details
Brett Stanley's State Street Experience September 2015 - Present
Job 2L at Boston College Law School
Industry Legal Services
Experience
State Street   September 2015 - Present
Davis & Gilbert LLP  June 2015 - July 2015
Quickhelper   February 2015 - July 2015
Organization for International Cooperation  August 2013 - November 2013
Congressman Tim Walberg   September 2012 - November 2012
Morgan Stanley Smith Barney  June 2012 - August 2012

Skills
Microsoft Excel, Legal Writing, Document Review, Contract Review, LexisNexis, Westlaw, Community Outreach, Leadership, Research

Education
Boston College Law School   2014 — 2017
Juris Doctor (J.D.)

University of Michigan   2010 — 2014
B.A. with Distinction, Political Science and Complex Systems

London School of Economics   2013 — 2013
Summer Curriculum, International Law and Legal Studies

Brother Rice High School   2006 — 2010

Danielle Russell Danielle Russell Greater Boston Area Details
Danielle Russell's State Street Experience June 2007 - August 2007
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  September 2015 - Present
The Boston Consulting Group  June 2014 - August 2014
State Street Global Markets  January 2010 - July 2013
State Street Bank  September 2009 - May 2010
State Street Bank  June 2009 - September 2009
State Street Bank  June 2008 - May 2009
State Street   June 2007 - August 2007
Boston Bruins  January 2007 - May 2007

Skills
Foreign Exchange, Marketing, Capital Markets, Microsoft Excel, Portfolio Management, Project Management, Analysis, PowerPoint, Relationship Management, Client-focused, Microsoft Office, Cultural Awareness, Social Media, Conference Organization

Education
MIT Sloan School of Management   2013 — 2015
Master of Business Administration (MBA)

Boston College - Wallace E. Carroll Graduate School of Management   2005 — 2009
B.S., Management, Dual Concentrations in Finance and Marketing; Minor in French

Université Paris Dauphine   2007 — 2008
Study Abroad, Management, Marketing

Hingham High School   2001 — 2005

David Folkman David Folkman Burlington, Vermont Details
David Folkman's State Street Experience June 2014 - September 2014
Job Analyst at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB  December 2014 - Present
State Street   June 2014 - September 2014
Boston College  September 2013 - May 2014
The Folkman Development Corporation   July 2012 - August 2013
University of Vermont  May 2009 - July 2012

Skills
Research, SPSS, R, Matlab, SAS, Stata, Economics, Mathematica, Financial Modeling, Valuation, Microsoft Excel, Quantitative Analytics, Microsoft Office, Analysis, Econometrics

Education
Boston College - Carroll School of Management   2013 — 2014
Master's Degree, Finance, General

University of Vermont   2007 — 2011
Bachelor of Science (B.S.), Business Administration - Finance Concentration, Magna Cum Laude

University of Vermont   2007 — 2011
Bachelor of Science (B.S.), Applied Mathematics, Cum Laude

Bishop Feehan High School   2004 — 2007

Stephen Davenport, CFA Stephen Davenport, CFA Greater Atlanta Area Details
Stephen Davenport, CFA's State Street Experience 1993 - 2001
Job Equity Derivatives Specialist and Risk Manager, Advisor for Ultra High Net Worth clients
Industry Investment Management
Experience
SunTrust Bank  May 2014 - Present
Wilmington Trust  May 2005 - April 2014
Bank of America  August 2001 - July 2004
State Street   1993 - 2001
Pollak  1989 - 1992

Skills
Portfolio Management, Equities, Asset Allocation, Alternative Investments, Fixed Income, Hedge Funds, Investments, Asset Managment, Wealth Management, Mutual Funds, Investment Strategies, Derivatives, Bloomberg, Risk Management, Capital Markets, Investment Management, Financial Risk, Investment Advisory, Options, Financial Services, Private Equity, Asset Management, Strategic Financial..., Securities, Bonds, Finance, Wealth Management..., Financial Modeling, Financial Planning

Education
Boston College - Wallace E. Carroll Graduate School of Management
MS

Columbia University in the City of New York
BS

Providence College
BS

Katherine Matarazzo, CFA Katherine Matarazzo, CFA Greater Boston Area Details
Katherine Matarazzo, CFA's State Street Experience June 2011 - August 2011
Job Associate, Valuation & Strategic Analysis at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners  June 2012 - Present
State Street   June 2011 - August 2011
Prudential Capital Group  2004 - 2009

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2012
Master of Business Administration, Asset Management

University of New South Wales   2009 — 2010
Master of Financial Analysis

Boston College - Carroll School of Management   2000 — 2004
Bachelor of Science, Finance and Operations Management

Stephanie Prashad Stephanie Prashad Boston, Massachusetts Details
Stephanie Prashad's State Street Experience June 2015 - August 2015
Job Law Clerk at Fragomen Worldwide
Industry Banking
Experience
State Street   June 2015 - August 2015
Goldman Sachs  June 2014 - August 2014
New Worcester Insurance   January 2013 - June 2014
MHS Realty Trust   January 2012 - June 2014
City of Boston  January 2013 - July 2013
House of Commons  January 2012 - April 2012
WilmerHale  July 2011 - December 2011
Worcester District Attorney   May 2010 - July 2010

Skills
Politics, Data Analysis, French, Intellectual Property, Policy Analysis, Government, Spanish, Legal Research, Legal Writing, PowerPoint, Research, Social Media, International Relations, Event Planning, Creativity, SPSS, Strategic Communications

Education
Boston College Law School   2014 — 2017
JD Candidate for 2017

Northeastern University   2009 — 2014
Bachelor's Degree

Nicole Parker, CAIA Nicole Parker, CAIA New York, New York Details
Nicole Parker, CAIA's State Street Experience 1996 - 1998
Job Vice President, Alternative Investments at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs Asset Management  August 2014 - Present
Hatteras Funds  2004 - August 2014
CAPTRUST  2001 - 2004
Thornburg Investment Management  1998 - 2000
State Street   1996 - 1998

Skills
Alternative Investments, Series 7, Mutual Funds, Investments, New Business Development, Fund Of Funds, Hedge Funds, Private Equity, Investor Relations, Securities, Equities, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Retirement Planning, Financial Advisory

Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Marketing

Maryann Symanowicz Maryann Symanowicz Greater Boston Area Details
Maryann Symanowicz's State Street Experience 2014 - Present
Job Balance Sheet Consultant, AVP at State Street
Industry Financial Services
Experience
State Street   2014 - Present
State Street   2010 - 2013
Liberty Mutual Group  2007 - 2010
Liberty Mutual Group  2003 - 2007
Lavastorm  2002 - 2003
Arthur Andersen  2001 - 2002
Ernst & Young  1997 - 1999
Bell Atlantic  1995 - 1997
BDM  1994 - 1995

Skills
Financial Analysis, Process Improvement, Forecasting, Project Management, Budgets, Analysis, Management, Essbase, Business Analysis, Financial Modeling, Risk Management, Hyperion Planning, Data Analysis, Program Management, Business Process...

Education
Cornell University   1990 — 1994
BS, Operations Research & Industrial Engineering

Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2001
MBA

Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2009
MSF

Brandon Poindexter Brandon Poindexter Greater Boston Area Details
Brandon Poindexter's State Street Experience January 2013 - January 2014
Job Human Resources at Abt Associates
Industry Human Resources
Experience
Abt Associates  January 2014 - Present
State Street   January 2013 - January 2014
Tufts University  October 2012 - January 2013
John Hancock Life Insurance Company (U.S.A.)   May 2011 - January 2012
Mayor's Summer Youth Employment Program (MSYEP)   May 2010 - August 2010
The Young People's Project, Inc   December 2006 - May 2008

Skills
Microsoft Office, Data Analysis, Windows 7, SPSS, Mac OS X, Benefits Administration, Oracle HR, Oracle Discoverer, COBRA, Sweep Accounts, Workforce Management, Online Marketing, HRIS Database Management, Market Research, Epic, WebFOCUS, Compass, Workday, Report Building, KENEXA, Employee Surveys, Recruiting, Talent Acquisition, Background Checks, Cash Flow Forecasting, Fund Administration, Organizing

Education
Boston College - Carroll School of Management   2008 — 2012
Bachelor of Science in Management, Human Resource Management, Marketing

Susan Violette, PHR Susan Violette, PHR Forestdale, Massachusetts Details
Susan Violette, PHR's State Street Experience January 1993 - January 1995
Job DirectorRelationship Management/TLB at ADP
Industry Human Resources
Experience
ADP  January 2015 - Present
ADP  July 2011 - January 2015
ADP  January 2003 - July 2011
ADP  June 1999 - January 2003
State Street Bank  January 1995 - June 1999
State Street   January 1993 - January 1995

Skills
ADP Payroll, Benefits Administration, Employee Benefits, Payroll, HRIS, HRO, Applicant Tracking..., Talent Management, 401k, Onboarding

Education
Boston College - Carroll School of Management   1995 — 1998
Master of Business Administration (M.B.A.)

Colby College   1987 — 1991
Bachelor of Arts (B.A.)

Joshua Stein, CFA Joshua Stein, CFA Greater Boston Area Details
Joshua Stein, CFA's State Street Experience March 2008 - January 2011
Job Analyst at Longfellow Investment Management Co.
Industry Financial Services
Experience
Longfellow Investment Management Co.  December 2012 - Present
Capital IQ  January 2011 - August 2012
State Street   March 2008 - January 2011
John Hancock Financial Network  June 2007 - February 2008

Skills
Financial Modeling, Fixed Income, Equities, Financial Analysis, Data Analysis, Microsoft Excel, Finance, Economics, Analysis, Derivatives, Credit Analysis, Investment Banking, Investments, Investment Management, DCF, Private Equity, Credit, Fixed Income Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2012 — 2014
Master of Business Administration (M.B.A.), Asset Management, 3.52/4.00

University of Massachusetts, Amherst
B.A., Economics

Newton North High School

Garrett Clark Garrett Clark Greater Boston Area Details
Garrett Clark's State Street Experience June 2011 - August 2011
Job Certified Public Accountant (CPA)
Industry Accounting
Experience
EY  August 2013 - Present
Ernst & Young  June 2012 - August 2012
State Street   June 2011 - August 2011

Skills
Auditing, Financial Analysis, Management, Accounting, US GAAP, Microsoft Excel, Financial Statements, Financial Modeling, External Audit, Financial Reporting, Budgets, Financial Audits, SEC filings, Fund Accounting, Nonprofits, Finance, IFRS, Microsoft Office, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, QuickBooks

Education
Boston College - Carroll School of Management   2012 — 2013
Master of Science (M.S.), Accounting

Saint Michael's College   2008 — 2012
Bachelor of Science (B.S.), Accounting, Business Administration

Hingham High School   2004 — 2008

George Herz, MBA, PHR George Herz, MBA, PHR Boston, Massachusetts Details
George Herz, MBA, PHR's State Street Experience November 2014 - Present
Job Compensation Consultant Assistant Vice President at State Street
Industry Human Resources
Experience
State Street   November 2014 - Present
Sapient  September 2013 - November 2014
Houghton Mifflin Harcourt  May 2011 - May 2013
K&L Gates  June 2010 - April 2011
The Vanguard Group  April 2008 - September 2009
The Vanguard Group  August 2006 - April 2008
The Vanguard Group  November 2004 - August 2006

Skills
Cross-functional Team..., Leadership Development, Program Management, Process Improvement, Project Management, Leadership, Management, Analysis, Strategic Planning, Human Resources, Training, Business Development, Strategy

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2011
MBA, Global Leadership, Marketing Informatics

Villanova University   2000 — 2004
BA, Communication

Kevin McGann Kevin McGann Boston, Massachusetts Details
Kevin McGann's State Street Experience June 2009 - August 2009
Job Audit Manager at Deloitte
Industry Accounting
Experience
Deloitte & Touche  September 2010 - Present
Boston College Portico Program   September 2009 - December 2009
State Street   June 2009 - August 2009

Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, CPA, US GAAP, Auditing, SEC filings, GAAP, External Audit, Financial Modeling

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2011
MSA, Accounting

Boston College - Carroll School of Management   2006 — 2010
BS, Accounting and Finance

Università Commerciale 'Luigi Bocconi'   2008 — 2008
Finance and International Business

Brendan Sage Brendan Sage Greater Chicago Area Details
Brendan Sage's State Street Experience August 2006 - August 2008
Job Associate at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group  January 2014 - Present
Huron Consulting Group  July 2011 - December 2013
Boston College  June 2009 - May 2011
State Street   August 2006 - August 2008
Boston College  2003 - 2006

Skills
Financial Modeling, Data Analysis, Research, Higher Education, Financial Analysis, Non-profits, Analysis, Event Planning, Strategic Planning, Public Speaking, PowerPoint, Social Media, Strategy

Education
Boston College - Carroll School of Management   2002 — 2006
Bachelor of Science in Business Management, Marketing

Boston College - Lynch School of Education   2009 — 2011
Master of Arts, Higher Education Administration

Loyola Academy   1998 — 2002

Alyce Gowdy Wright Alyce Gowdy Wright Greater Boston Area Details
Alyce Gowdy Wright's State Street Experience May 2014 - August 2014
Job Clerk, Massachusetts Supreme Judicial Court
Industry Law Practice
Experience
Massachusetts Supreme Judicial Court  August 2014 - December 2014
State Street   May 2014 - August 2014
Governor's Office Legal Counsel   May 2013 - August 2013
United Faculty of Florida-FIU   2011 - 2012
South Florida Jobs with Justice   January 2004 - December 2010
NC Occupational Safety & Health Project   1998 - January 2004

Skills
Community Organizing, Community Outreach, Grant Writing, Non-profits, Nonprofits, Human Rights, Volunteer Management, Policy Analysis, Program Development, Grants, Politics, Public Policy, Research, Public Speaking, Legal Research, Legal Writing

Education
Boston College Law School   2012 — 2015
Juris Doctor (J.D.)

Wheaton College (MA)   1992 — 1997
Bachelor’s Degree, Medical Anthropology, magna cum laude

Richard Carolan Jr. Richard Carolan Jr. Boston, Massachusetts Details
Richard Carolan Jr.'s State Street Experience August 2014 - Present
Job Senior Auditor, Officer at State Street
Industry Financial Services
Experience
State Street   August 2014 - Present
State Street   August 2012 - July 2014
United Rentals  June 2012 - July 2012
United Rentals  October 2009 - May 2012
United Rentals  November 2008 - September 2009

Skills
Financial Analysis, Budgets, Microsoft Excel, Strategic Planning, Contract Negotiation, PowerPoint, Project Management, Marketing Strategy, Process Improvement, Finance, Auditing, Data Analysis, Google Analytics, Analysis, Competitive Analysis

Education
Boston College - Carroll School of Management
Master of Business Administration (MBA), Finance

Bucknell University
Bachelor of Science in Business Administration, Management

St. Sebastian's School

Luke McCullough Luke McCullough Greater Boston Area Details
Luke McCullough's State Street Experience 2004 - 2005
Job Portfolio Constructor at BNP Paribas Investment Partners
Industry Investment Management
Experience
BNP Paribas Investment Partners  August 2013 - Present
BNP Paribas Investment Partners  October 2008 - August 2013
Fortis Investments  December 2005 - October 2008
State Street   2004 - 2005

Skills
Bloomberg, Equities, Mutual Funds, Fixed Income, Business Analysis, Microsoft Excel, Asset Management, Investments, Portfolio Management, Credit, Valuation, Hedge Funds, Derivatives, Financial Modeling, Alternative Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2014
MBA, GPA 3.57

Brown University   1999 — 2003
Bachelor of Arts, Public and Private Sector Organizations

Stephen Basso Stephen Basso New London/Norwich, Connecticut Area Details
Stephen Basso's State Street Experience September 1988 - May 1989
Job Vice President Financial Planning & Analysis at Alexion Pharmaceuticals, Inc.
Industry Pharmaceuticals
Experience
Alexion Pharmaceuticals, Inc.   February 2014 - Present
Alexion Pharmaceuticals  July 2011 - February 2014
Alexion Pharmaceuticals  January 2009 - July 2011
Pfizer, Inc  June 2001 - January 2009
Fidelity Investments  1999 - 2001
Keyport Life Insurance / Liberty Financial Companies   July 1997 - June 1999
Fidelity Investments  March 1994 - July 1997
The Boston Company  May 1989 - March 1994
State Street   September 1988 - May 1989

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2001
MBA, Finance

Providence College   1984 — 1988
BS, Finance

James Gosselin James Gosselin Greater Boston Area Details
James Gosselin's State Street Experience August 2011 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street   August 2011 - Present
State Street   November 2008 - July 2011
State Street   November 2007 - November 2008
State Street   August 2006 - November 2007
Investors Bank & Trust  August 2005 - August 2006

Skills
Financial Analysis, Fixed Income, Leadership, Financial Modeling, Bloomberg, Risk Management, Mutual Funds, Derivatives, Securities, Alternative Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2011
MBA

Villanova University   2001 — 2005

Maria Ann Maria Ann Boston, Massachusetts Details
Maria Ann's State Street Experience October 2003 - April 2013
Job Operational Risk Specialist
Industry Financial Services
Experience
Federal Reserve Bank of Boston  May 2013 - Present
State Street   October 2003 - April 2013
PricewaterhouseCoopers  September 2000 - October 2003

Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Accounting, Financial Analysis, Fund Accounting, Enterprise Risk..., US GAAP, Financial Reporting, IT Audit, Financial Accounting, COSO, Operational Risk..., Risk Management, Financial Risk, Financial Services, Financial Audits, Sarbanes-Oxley

Education
Suffolk University - Sawyer School of Management   2006 — 2010
MBA

Boston College - Wallace E. Carroll Graduate School of Management   1996 — 2000
Bachelor of Science (BS), Accounting

Paul Woods Paul Woods Greater Boston Area Details
Paul Woods's State Street Experience July 2007 - Present
Job Senior Vice President at State Street
Industry Financial Services
Experience
State Street   July 2007 - Present
Investors Bank & Trust  December 1995 - July 2007
Coopers & Lybrand  1989 - 1995

Skills
CPA

Education
Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2002
MSF, Finance

Suffolk University   1986 — 1989
BSBA, Accounting

Pete DeMello Pete DeMello Sacramento, California Area Details
Pete DeMello's State Street Experience July 2007 - Present
Job Senior Vice President State Street
Industry Financial Services
Experience
State Street   July 2007 - Present
Investors Bank & Trust  September 1993 - July 2007

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2002
MBA

Western New England University   1989 — 1993
BSBA, Accounting

Chris Schultz Chris Schultz Greater Boston Area Details
Chris Schultz's State Street Experience September 2004 - September 2005
Job Finance Manager at Bain Capital
Industry Financial Services
Experience
Bain Capital/Sankaty Advisors   July 2013 - Present
Bain Capital/Sankaty Advisors   September 2006 - June 2013
State Street Global Advisors  September 2005 - September 2006
State Street   September 2004 - September 2005
State Street   March 2003 - September 2004

Skills
Fixed Income, Bonds, Equities, Bloomberg, Derivatives, Financial Analysis, Hedge Funds, CDS, Financial Services, Operations, Dodd-Frank, ISDA, SEF, Clearing, KYC, Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2010
MBA

College of the Holy Cross   1998 — 2002
Bachelor of Arts (B.A.), History

Schenectady High School   1994 — 1998

Marianne Thompson Marianne Thompson Greater Boston Area Details
Marianne Thompson's State Street Experience June 2004 - April 2005
Job Performance Analytics and Human Resources Coordinator at Cabot Heritage Corporation
Industry Financial Services
Experience
Cabot Heritage Corporation  October 2014 - Present
Sonar Capital Management   May 2006 - June 2011
BISYS Fund Services  April 2005 - May 2006
State Street   June 2004 - April 2005

Skills
Accounting, Fixed Income, Equities, Mergers & Acquisitions, Portfolio Management, Start-ups, Venture Capital, Valuation, Finance, Investments, Auditing, Mutual Funds, Hedge Funds, Cash Flow, Strategy, Trading, Entrepreneurship, Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2011
MBA, Management

Framingham State University   2000 — 2004
Bachelor's Degree, Economics

Peter Carey, CFA Peter Carey, CFA Greater Boston Area Details
Peter Carey, CFA's State Street Experience March 2013 - March 2014
Job Senior Consultant & Partner at Lumint Currency Management
Industry Financial Services
Experience
Lumint Currency Management   July 2014 - Present
State Street   March 2013 - March 2014
State Street   April 2012 - March 2013
State Street   September 2009 - April 2012
State Street   September 2008 - September 2009
Monitor Group  May 2008 - August 2008
Mercer  January 2005 - December 2007
Mercer Human Resource Consulting  2001 - 2005

Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investments, Risk Management, Portfolio Management, Finance, Equities, Business Analysis, Fixed Income, Derivatives, Asset Managment, Business Strategy, Analytics, Investment Management, Asset Management, Forecasting, Strategy, Currency, Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2009
MBA, Finance

Brown University   1997 — 2001
BA, Business Economics

Keith Linhart Keith Linhart Greater Boston Area Details
Keith Linhart's State Street Experience January 2015 - Present
Job Controller at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   August 2015 - Present
State Street   January 2015 - Present
State Street Corporation  December 2010 - Present
State Street   June 2006 - December 2010
Freddie Mac  2002 - 2006
Capital Advisory Services   1999 - 2002
Arthur Andersen  1996 - 1999

Skills
Finance, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Internal Controls, Accounting, Corporate Finance, US GAAP, Business Process..., Process Improvement, Sarbanes-Oxley, Mergers & Acquisitions, Auditing, Forecasting, Strategic Financial...

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2009
MSF

William & Mary   1992 — 1996
BBA in Accounting

The Derryfield School   1988 — 1992
HS

Matthew Conover Matthew Conover Greater Boston Area Details
Matthew Conover's State Street Experience September 2012 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street Alternative Investment Solutions  April 2015 - Present
State Street   September 2012 - Present
State Street   March 2011 - November 2012
State Street   July 2009 - March 2011
Navigant Consulting  September 2007 - June 2009
Boston University School of Management  2003 - 2007
Barclays Wealth  September 2006 - December 2006

Skills
Financial Services, AML, Due Diligence, Asset Managment, Quantitative Analytics, Management Consulting, Alternative Investments, Business Analysis, Risk Assessment, Global Regulatory..., Regulatory Filings, Form ADV, Asset Management, Program Management, Internal Controls, Strategy

Education
Boston College - Wallace E. Carroll Graduate School of Management   2013 — 2015
Master of Business Administration (MBA)

Boston University   2003 — 2007
Bachelor's degree, Finance

Boston University Questrom School of Business   2003 — 2007
BS, Finance

Henry Lanza Henry Lanza Greater Boston Area Details
Henry Lanza's State Street Experience July 2009 - April 2014
Job Capital Planning Manager, Vice President at Rockland Trust
Industry Financial Services
Experience
Rockland Trust  September 2015 - Present
Santander Bank, N.A.   April 2014 - September 2015
State Street   July 2009 - April 2014
State Street Global Advisors  2003 - 2009

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2010
MSF

Northeastern University   1997 — 2002

Matt Freedman, CAIA Matt Freedman, CAIA Greater New York City Area Details
Matt Freedman, CAIA's State Street Experience April 2008 - October 2010
Job Landseer
Industry Financial Services
Experience
Landseer   March 2014 - Present
Seeds of Peace  October 2013 - Present
Novus Partners  November 2011 - February 2014
Novus Partners  November 2010 - October 2011
State Street   April 2008 - October 2010
State Street   January 2008 - March 2008
Clough Capital Partners, LP  May 2006 - August 2006

Skills
Hedge Funds, Portfolio Management, Asset Management, Leadership, Alternative Investments, Risk Management, Bloomberg, Equities, Valuation, Financial Modeling, Investments

Education
Washington University in St. Louis   2003 — 2007
BA, Political Science and Government

Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2008
MS, Finance

NNHS

Charley Kersten Charley Kersten Greater Boston Area Details
Charley Kersten's State Street Experience August 2013 - Present
Job Head of Institutional Marketing, State Street Global Advisors
Industry Financial Services
Experience
State Street   August 2013 - Present
Putnam Investments  January 2006 - August 2013
Putnam Investments  January 1998 - January 2006

Skills
Investor Relations, Marketing Communications, Integrated Marketing, Corporate Communications, Mutual Funds, Social Media, Internal Communications, Thought Leadership, Social Media Marketing, Crisis Communications, Marketing Strategy, Advertising, Message Development, Direct Marketing

Education
Boston College - Wallace E. Carroll Graduate School of Management   1997 — 2001
MBA, Marketing

Fairfield University   1989 — 1993
BA, English, Economics

Marquette University High School   1985 — 1989

G.R. Findlay, CIPM G.R. Findlay, CIPM Boston, Massachusetts Details
G.R. Findlay, CIPM's State Street Experience December 2010 - Present
Job Client Service Assistant Vice President at State Street
Industry Financial Services
Experience
State Street   December 2010 - Present
State Street   January 2009 - December 2010
State Street   September 2007 - January 2009
State Street   August 2006 - September 2007
State Street   June 2005 - August 2006

Skills
Equities, Mutual Funds, Financial Modeling, Securities, Financial Analysis, Fixed Income, Investments, Portfolio Management, Derivatives, Microsoft Excel, Finance, Financial Services, Hedge Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2009
Master's, Finance

University of Vermont   2000 — 2005
BS, Business Admin

Essex Junction H.S.   1996 — 2000

Nick Ciarlone Nick Ciarlone Greater Boston Area Details
Nick Ciarlone's State Street Experience 2008 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street   2008 - Present
Fidelity Investments  2005 - 2008
Fidelity Investments  2003 - 2005
Fidelity Investments  1999 - 2003

Skills
Mutual Funds, Fund Accounting, Bloomberg, Equities, Fixed Income, ETFs, Auditing, Securities, Financial Services

Education
Boston College - Wallace E. Carroll Graduate School of Management   2004 — 2008
MBA, Finance

Providence College   1995 — 1999
Bachelor of Science (BS)

Joe Case   1991 — 1995

Marcia Bernet Marcia Bernet Greater Boston Area Details
Marcia Bernet's State Street Experience August 1993 - June 2003
Job Salesperson at The Container Store
Industry Information Technology and Services
Experience
The Container Store  August 2010 - Present
M. E. Bernet   October 2004 - Present
State Street   August 1993 - June 2003
BBN Communications  August 1986 - July 1993

Skills
Data Analysis, Sales, Presentations, Customer Support, Team Leadership, Line Management, Troubleshooting, Product Management, Program Management, Management, Public Speaking, CRM, Analysis, Process Improvement, Retail, Security, Networking, Testing, Microsoft Excel, Network Security

Education
Boston College - Wallace E. Carroll Graduate School of Management   1989 — 1992
M.B.A., Business

Northeastern University   1981 — 1986
B.S., Mathematics / minor Computer Science

Boston Latin Academy   1975 — 1981
Diploma, Classical college prep

Tony Luongo Tony Luongo Greater Boston Area Details
Tony Luongo's State Street Experience March 2004 - March 2005
Job Senior Budget Analyst/Budget Fiscal Officer at Tufts University
Industry Higher Education
Experience
Tufts University  October 2011 - Present
Genzyme  August 2010 - October 2011
Genzyme  March 2008 - July 2010
Genzyme Corporation  March 2005 - March 2008
State Street   March 2004 - March 2005
National Commerce Financial Corporation  June 2002 - March 2004
State Street   January 2001 - September 2001
State Street   April 1999 - January 2001
State Street   October 1997 - April 1999

Skills
Forecasting, Budgeting, Analysis, Excel, Financial Analysis, Business Analysis, Variance Analysis, Monthly Close, Demand Planning, Accruals, Account Reconciliation, Budgets, Microsoft Excel, Financial Reporting, Finance, Financial Modeling, PeopleSoft, Managerial Finance, Process Improvement, Accounting, Training, Financial Forecasting, Management, Strategic Financial..., Internal Controls, Data Analysis, Hyperion Enterprise, Leadership, Access, SAP, Sarbanes-Oxley Act, Cross-functional Team..., Auditing, Corporate Finance, Cost Accounting, Risk Management, Business Process...

Education
Boston College - Carroll School of Management   2006 — 2008
MBA

Ithaca College   1993 — 1997
Bachelors

Brian Stager Brian Stager Greater Boston Area Details
Brian Stager's State Street Experience July 2014 - Present
Job Officer at State Street
Industry Financial Services
Experience
State Street   July 2014 - Present
State Street   July 2013 - July 2014
State Street   February 2012 - July 2013
State Street   July 2010 - February 2012
Boston College  November 2006 - April 2010
Millennium Pharmaceuticals  May 2009 - August 2009
State Street   June 2008 - August 2008
State Street   June 2007 - August 2007
Eastern Bank  2007 - 2007

Skills
Accounting, Excel, Financial Analysis, Microsoft Excel, Finance, Fund Accounting, Bloomberg, Outlook, Word, PowerPoint, Data Analysis, Microsoft Office, Research, Leadership, Social Media, Public Speaking, Financial Accounting

Education
Boston College - Carroll School of Management   2006 — 2010
Bachelor of Science (BS), Finance, General

Lynn (Lavoie) Waples, CFP® Lynn (Lavoie) Waples, CFP® Greater Boston Area Details
Lynn (Lavoie) Waples, CFP®'s State Street Experience 2007 - 2008
Job Financial Planning Consultant
Industry Financial Services
Experience
Argent Wealth Management  February 2008 - Present
State Street   2007 - 2008
Investors Bank & Trust  July 1988 - July 2007

Skills
Wealth Management, Asset Management, Investment Advisory, Financial Modeling, Financial Services, Fund Accounting, Risk Management, Estate Planning, Strategic Financial..., Retirement Planning, Personal Finance

Education
Boston College - Carroll School of Management   1990 — 1992
Master's degree, Finance

University of Vermont   1983 — 1987
Bachelors of Science, Business Administation

Nicole Lombardi Nicole Lombardi Greater New York City Area Details
Nicole Lombardi's State Street Experience June 2005 - August 2005
Job Custody Operations at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  June 2012 - Present
RBS Global Banking & Markets  June 2006 - June 2012
State Street   June 2005 - August 2005

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2006
Bachelor, Finance

Jeanne O'Connor-Green Jeanne O'Connor-Green Greater Boston Area Details
Jeanne O'Connor-Green's State Street Experience 2004 - 2009
Job Performance Consultant at Self Employed Instructional Design
Industry Education Management
Experience
Self Employed - Instructional Design   February 2009 - Present
State Street   2004 - 2009
ConocoPhillips  1999 - 2004
BP Amoco  1990 - 1997

Education
Boston College - Wallace E. Carroll Graduate School of Management   1976 — 1978
MBA, Business - Human Resources

Ned Sullivan Ned Sullivan Greater Boston Area Details
Ned Sullivan's State Street Experience January 2011 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street   January 2011 - Present
State Street   November 2006 - January 2011
State Street   July 2005 - November 2006

Skills
Financial Modeling, Financial Reporting, Financial Analysis, Finance, Financial Services, Microsoft Excel, Management, Corporate Finance, Forecasting

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2016
Master of Business Administration (MBA)

University of Virginia   2001 — 2005
B.S., Commerce

Matt Semprucci Matt Semprucci Greater Boston Area Details
Matt Semprucci's State Street Experience September 2005 - November 2011
Job Risk Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  January 2014 - Present
BNY Mellon  November 2011 - December 2013
State Street   September 2005 - November 2011
Gallery Automotive Group  2001 - 2005

Skills
Equities, Accounting, Mutual Funds, Bloomberg, Fixed Income, Microsoft Excel, Financial Services, Financial Modeling, Financial Analysis, Management, Risk Management, Risk Analysis, Fund Accounting, Securities, Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   2011 — 2014
Master of Business Administration (M.B.A.)

Boston College - Wallace E. Carroll Graduate School of Management   2011 — 2014
Master’s Degree, Finance

University of Massachusetts, Amherst   1998 — 2002
BA, Economics

Jason S Antoine Jason S Antoine Greater Boston Area Details
Jason S Antoine's State Street Experience October 2003 - Present
Job Senior Associate, State Street Corporation
Industry Financial Services
Experience
State Street   October 2003 - Present

Skills
Internal Controls, Microsoft Excel, GAAP, Business Analysis, General Ledger, Outlook, PowerPoint, Microsoft Word, CISA, Strategic Sourcing, Business Development, Strategic Planning, Solvency II, M&A experience, Accounting, Event Planning, Financial Reporting, Contract Negotiation, Macroeconomics, Financial Analysis

Education
Boston College - Carroll School of Management   1999 — 2003
Bachelor's degree, Accounting and Marketing

Boson College High School   1996 — 1999

Sandy Tam Sandy Tam Greater Boston Area Details
Sandy Tam's State Street Experience September 2003 - December 2004
Job Senior Business Systems Analyst
Industry Financial Services
Experience
Eaton Vance  July 2015 - Present
State Street Global Advisors  March 2011 - July 2015
Eze Castle Software  January 2005 - March 2011
State Street   September 2003 - December 2004

Skills
Trading Systems, Business Analysis, Requirements Analysis, User Acceptance Testing, Troubleshooting, Order Management, SQL, Banking, Quality Assurance, Trading

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2003
Bachelor of Science, Finance and Information Systems

Boston Latin Academy

Roy Bates Roy Bates Greater Boston Area Details
Roy Bates's State Street Experience 1998 - 2000
Job Chief Credit Officer at Cambridge Savings Bank
Industry Financial Services
Experience
Cambridge Savings Bank  October 2014 - Present
TD Bank, N.A.   2009 - 2014
Citizens Bank  2000 - 2008
State Street   1998 - 2000
BankBoston  1988 - 1998
All Metals Industries, inc.   1986 - 1988
The First National Bank of Boston  1983 - 1985

Skills
Credit, Loans, Commercial Lending, Credit Analysis, Banking, Portfolio Management, Small Business Lending, Commercial Banking, Risk Management, Finance, Financial Analysis, Investments, Credit Risk, Consumer Lending, Financial Services, Mortgage Lending, Retail Banking

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance

Tufts University
Bachelor of Arts (B.A.), Economics

Brian Wietecha, CFA Brian Wietecha, CFA New York, New York Details
Brian Wietecha, CFA's State Street Experience May 2007 - May 2009
Job Associate Director at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics  Project Director in ERM Counterparty CreditState Street BankFebruary 2012 - March 2014
State Street Bank  May 2009 - February 2012
State Street   May 2007 - May 2009
State Street   May 2006 - April 2007

Skills
Credit Risk, Financial Modeling, Equities, Bloomberg, Asset Management, Financial Services, Banking, Basel II, Financial Analysis, Strategic Leadership, Derivatives, Investments, Fixed Income, Credit Analysis, Business Analysis, Risk Management, Securities, Process Improvement, Hedge Funds, Analysis, Portfolio Management, Valuation, Capital Markets, Financial Risk, Team Management, Economics, Fund Accounting, Market Risk, Alternative Investments, Mutual Funds, FX Options, Financial Markets

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2010
MBA

Stonehill College   1999 — 2003
B.A., Economics

Hui Tin Chua Hui Tin Chua Providence, Rhode Island Area Details
Hui Tin Chua's State Street Experience 1991 - 1997
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Fidelity Investments  2005 - 2009
State Street Global Advisors  1997 - 2004
State Street   1991 - 1997

Skills
Database Marketing, Mutual Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA

National University of Singapore
BA, Architecture

Jeffrey Russo Jeffrey Russo Greater New York City Area Details
Jeffrey Russo's State Street Experience 1989 - 1994
Job at Stone Toro Asset Management
Industry Investment Management
Experience
Stone Toro Asset Management   2009 - Present
BlackRock  2006 - 2009
Merrill Lynch Investment Managers  1999 - 2006
Bankers Trust Company  1994 - 1999
State Street   1989 - 1994

Skills
Equities, Hedge Funds, Alternative Investments, Asset Managment, Quantitative Investing

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1994
MBA, Finance

Isenberg School of Management, UMass Amherst   1985 — 1989
BBA, Finance

Lisa Flanagan Lisa Flanagan Greater New York City Area Details
Lisa Flanagan's State Street Experience June 1995 - August 1999
Job
Industry Financial Services
Experience
Carver Federal Savings Bank  February 2013 - Present
Carver Federal Savings Bank  June 2010 - February 2013
Citigroup  April 2005 - June 2010
Citigroup  August 1999 - April 2005
State Street   June 1995 - August 1999

Skills
Securities, Mutual Funds, Financial Analysis, Financial Modeling, Banking, Portfolio Management, Credit Analysis, Cash Management, Loans, Asset Management, Equities, Due Diligence, Financial Risk, Fund Accounting, Capital Markets

Education
AIB   2012 — 2014
AIB Bank Financial Management Diploma

Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1995
BS, Finance

Woldingham   1984 — 1991

Gurhan Uslubas Gurhan Uslubas Greater New York City Area Details
Gurhan Uslubas's State Street Experience June 2013 - March 2014
Job
Industry Financial Services
Experience
KPMG US  March 2014 - Present
State Street   June 2013 - March 2014
Deutsche Bank  December 2009 - August 2012
Sabanci University  September 2009 - June 2010
The Coca-Cola Company  July 2008 - August 2008
Deloitte & Touche  January 2008 - February 2008

Skills
Corporate Finance, Investment Banking, Valuation, Financial Analysis, Strategy, Financial Modeling, Fixed Income, Private Equity, Project Finance, Equities, Economics, Bloomberg Terminal, Structured Finance, Cash Management, Emerging Markets, Financial Markets

Education
Boston College - Wallace E. Carroll Graduate School of Management   2012 — 2014
MBA / MS Finance

Sabanci University   2006 — 2010
B.A., Economics

University of California, Los Angeles
Summer Session

Saint George Austrian High School   2001 — 2006

Monique Labbe Monique Labbe Greater Boston Area Details
Monique Labbe's State Street Experience October 1995 - November 2012
Job Fund Principal Financial Officer at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC  September 2014 - Present
State Street Global Advisors (SSgA)   November 2012 - September 2014
State Street   October 1995 - November 2012

Skills
Fund Accounting, Mutual Funds, Fund Administration, Global Custody, Corporate Actions, Relationship Management, Financial Services, Asset Management, Alternative Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2002
MBA, Finance

University of Massachusetts Dartmouth   1991 — 1995
BOS, Accounting

Edgar Roy Edgar Roy Burlington, Vermont Area Details
Edgar Roy's State Street Experience 2006 - 2009
Job MBA | Commercial Credit Officer at Merchants Bank
Industry Banking
Experience
Merchants Bank  January 2015 - Present
Bridgewater Savings Bank  May 2014 - January 2015
Merchants Bank  August 2012 - April 2014
MFS Investment Management  December 2008 - July 2012
State Street   2006 - 2009
Investors Bank & Trust  2006 - 2008

Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Derivatives, Asset Managment, Investments, Financial Statement..., Microsoft Excel, Microsoft Word, Financial Accounting, Credit, Commercial Banking, Loans, Relationship Management, Commercial Lending, Small Business Lending, Asset Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2012
MBA, Business Administration, 3.8

University of Rhode Island - College of Business Administration   2001 — 2005
B.S., Finance

Richard Sutherland Richard Sutherland Greater Boston Area Details
Richard Sutherland's State Street Experience January 2010 - Present
Job securities lending at State Street
Industry Financial Services
Experience
State Street   January 2010 - Present
State Street   September 2007 - December 2009
State Street   June 2005 - September 2007

Education
Boston College - Carroll School of Management   2006 — 2007
Partial completion of Master of Science, Finance

Brown University   1998 — 2002
Bachelor's degree, Business/Managerial Economics

Michelle Gillan Michelle Gillan Greater Boston Area Details
Michelle Gillan's State Street Experience September 2012 - Present
Job VP Global Operations at State Street
Industry Financial Services
Experience
State Street   September 2012 - Present
State Street   May 2011 - September 2012
State Street   October 2009 - May 2011
State Street   March 2008 - October 2009
Fidelity Investments  February 1994 - February 2008

Skills
Financial Modeling, Competitive Analysis, Investments, Financial Services, Financial Analysis, Mutual Funds, Bloomberg, Equities, Alternative Investments, Strategic Financial..., Pricing, Performance Measurement, Strategy, KPI Dashboards, Forecasting, Valuation, Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2005
MBA/MSF, Finance

Saint Martin's College   1991 — 1993
BA, Finance; Accounting

Meredith Conrad Meredith Conrad Greater Boston Area Details
Meredith Conrad's State Street Experience 2009 - September 2014
Job Vice President at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc.   September 2014 - Present
State Street   2009 - September 2014
US Trust Company/Bank of America   March 2006 - June 2008
Bank of America  January 2000 - June 2004
Bank of America  January 1994 - January 2000

Skills
Relationship Management, Financial Services, Due Diligence, Risk Management, Banking, Securities, Fixed Income, Hedge Funds, Equities, Investments, Financial Risk, Asset Management, Mutual Funds, AML

Education
Providence College   1986 — 1990
BA, Liberal Arts and Sciences, General Studies and Humanities

Boston College - Wallace E. Carroll Graduate School of Management
Corporate Giving Certificate

Northwestern University
Trust School Certificate

Joshua Sudbey Joshua Sudbey Greater Boston Area Details
Joshua Sudbey's State Street Experience 2006 - 2007
Job Sr. Financial Analyst | Corporate Counsel at Revenue Solutions, Inc.
Industry Financial Services
Experience
Revenue Solutions, Inc.   June 2015 - Present
Weber Shandwick  June 2008 - June 2015
Exigen Services/StarSoft Development Labs   January 2008 - May 2008
Brown Brothers Harriman  2007 - 2008
State Street   2006 - 2007

Skills
Corporate Law, Financial Services, Finance, Compliance, Strategic Communications, Social Media, Public Relations, Crisis Communications, Corporate Communications, Leadership, Strategy, Budgeting

Education
Suffolk Law School   2010 — 2014
JD, Law

Boston College - Carroll School of Management   2003 — 2007
Finance, Management / Finance

Enida Meneri Enida Meneri Boston, Massachusetts Details
Enida Meneri's State Street Experience 2011 - Present
Job AVP, Liquidity Risk Management at State Street
Industry Banking
Experience
State Street   2011 - Present
Eze Castle Software  2009 - 2010

Skills
Equities, Bloomberg, Financial Analysis, Investments, Financial Markets, Economics, Derivatives, Fixed Income, Hedge Funds, Bloomberg Terminal, Asset Management, Financial Services, Capital Markets, Portfolio Management, Liquidity Risk

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master’s Degree, Finance

University of Massachusetts, Amherst
Bachelor’s Degree, Economics

Nick Crawford Nick Crawford Miami, Florida Details
Nick Crawford's State Street Experience November 2010 - July 2012
Job Finance Manager, Asset Management at Ryder System, Inc.
Industry Transportation/Trucking/Railroad
Experience
Ryder System, Inc.   May 2015 - Present
Ryder System, Inc.   June 2014 - May 2015
Ryder System, Inc.   June 2013 - August 2013
State Street   November 2010 - July 2012
State Street   July 2009 - November 2010
State Street   May 2008 - July 2009

Skills
Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Securities, Mutual Funds, Financial Services, Finance, Equities, Valuation, Investments, Corporate Actions, Derivatives, Alternative Investments, Asset Management, Account Reconciliation, Trading, Bonds

Education
Boston College - Carroll School of Management   2012 — 2014
Master of Business Administration (MBA)

Western Oregon University   2002 — 2007
Business Administration, Accounting

Ning Sun Ning Sun San Francisco Bay Area Details
Ning Sun's State Street Experience July 2012 - August 2013
Job Global Rates Researcher at BlackRock
Industry Financial Services
Experience
BlackRock  November 2013 - Present
State Street Associates  August 2013 - November 2013
State Street   July 2012 - August 2013
Brownson, Rehmus & Foxworth   March 2012 - June 2012
State Street   June 2011 - December 2011
Wilmington Trust  November 2010 - May 2011

Skills
Interest Rate..., Government Bonds, Fixed Income, Hedge Funds, Asset Management, Alpha Generation, Asset Allocation, Matlab, VBA, SQL, Access, Bloomberg, Quantitative Analytics, Portfolio Optimization, Equities, Valuation, Financial Modeling, Datastream, Derivatives, Data Analysis, Portfolio Management, Capital Markets, Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2011
Master's Degree, Finance

Stanford University   2006 — 2010
Master's Degree, Chemistry

Peking University
Bachelor's Degree, Chemistry

Brian Kett Brian Kett Greater Boston Area Details
Brian Kett's State Street Experience April 2013 - Present
Job Performance Analyst at State Street Corporation
Industry Financial Services
Experience
State Street   April 2013 - Present
State Street Corporation  November 2008 - April 2013
State Street Corporation  May 2005 - October 2008

Skills
Accounting, Analysis, Fixed Income, Leadership, Mutual Funds, Performance Measurement, Superior Client Service

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2008
Masters, Finance

University of Rhode Island - College of Business Administration   2001 — 2005
Bachelors, Finance

Christopher W Holzwarth Christopher W Holzwarth Greater Boston Area Details
Christopher W Holzwarth's State Street Experience 1994 - Present
Job Senior Managing Director at State Street
Industry Financial Services
Experience
State Street   1994 - Present
State Street   1999 - 2014
State Street   1999 - 2014
First National Bank of Boston  1989 - 1994
Salomon Brothers NY   1987 - 1989

Education
Boston College - Carroll School of Management
Master of Business Administration (MBA), Finance, General

Providence College
Bachelor of Science (BS), Finance, General

TRUONGSON THAI TRUONGSON THAI Greater Boston Area Details
TRUONGSON THAI's State Street Experience January 1995 - June 1997
Job Banking Professional
Industry Banking
Experience
State Street Bank  January 1995 - July 2011
State Street   January 1995 - June 1997

Skills
Treasury Management, Payment System Risk..., Cash Management, Cash Flow Forecasting, Liquidity Risk, Wire Transfers, Anti Money Laundering

Education
Boston College - Carroll School of Management   1991 — 1995
B.S, ECONOMICS

John N Pyburn John N Pyburn Greater Boston Area Details
John N Pyburn's State Street Experience September 2009 - January 2012
Job Certified QuickBooks ProAdvisor
Industry Accounting
Experience
QuickBooks ProAdvisor   May 2012 - Present
State Street   September 2009 - January 2012
likkedin   2012 - 2012
likkedin   2012 - 2012
Jewish Vocational Service (JVS)   2009 - 2009
Massachusetts Department of Revenue  August 1984 - January 2008

Skills
Certified QuickBooks..., Tax, General Ledger, CPA, QuickBooks, Tax Returns, Account Reconciliation

Education
Boston College - Carroll School of Management
B.S.B.A., Accounting

Suffolk University
Master's degree, Business Education

Saudia Mallard Saudia Mallard Greater New York City Area Details
Saudia Mallard's State Street Experience September 1996 - August 2003
Job Educator at Jersey City Public Schools
Industry Performing Arts
Experience
Jersey City Public Schools  September 2004 - Present
State Street   September 1996 - August 2003

Skills
Public Speaking, Event Planning, Research, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Staff Development, Non-profits, Customer Service, Microsoft Word, Data Analysis, Teaching, Coaching, Spanish

Education
Simmons College - Simmons School of Management   1998 — 2000
MBA

Boston College - Carroll School of Management   1990 — 1994
B.S. Business of Administration, Marketing

Jessica Marconi, CPA Jessica Marconi, CPA Greater Boston Area Details
Jessica Marconi, CPA's State Street Experience 2004 - 2006
Job Assistant Controller at LogMeIn
Industry Accounting
Experience
LogMeIn  January 2015 - Present
LogMeIn  May 2012 - December 2014
PwC  2009 - 2012
Organogenesis  2008 - 2009
Coley Pharmaceutical Group  2006 - 2008
State Street   2004 - 2006

Skills
CPA

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2009
Masters of Science in Accountancy, Accounting

Stonehill College   2000 — 2004
Bachelor of Business Administration (B.B.A.), Management

Stonehill College   2000 — 2004
Bachelor of Arts (BA), Spanish

William Heath William Heath Greater Boston Area Details
William Heath's State Street Experience 1999 - Present
Job AVP, Global Markets at State Street
Industry Financial Services
Experience
State Street   1999 - Present
Fleet Bank  1996 - 1999
Brown Brothers Harriman  1987 - 1995

Skills
Mutual Funds, Fixed Income, Banking, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Investments, Derivatives, Portfolio Management, Securities, Asset Managment, Financial Analysis, Relationship Management, Alternative Investments, Trading, Capital Markets, Financial Markets, Foreign Exchange, Interest Rate..., Currency Futures, FX Options, Options Strategies, Asset Management, Global Custody, Cash Management, Investment Banking, Treasury Management, Financial Risk, Electronic Trading, Bonds, Credit Risk, Trading Systems, Middle Office, Investment Management, Treasury, Back Office

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance

Stonehill College
Bachelor of Science Business Administration

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